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JW

Jack W. Wheeler

Investment Adviser Representative at HT PARTNERS LLC

Centerbrook, CTCRD #7401677Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Connecticut
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/5/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

HT Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HT PARTNERS LLCCurrent
3/5/2022Centerbrook, CT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at HT PARTNERS LLC

4 other advisors in the directory

View HT PARTNERS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack W. Wheeler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jack W. Wheeler - Financial Advisor in Centerbrook, CT | AdvisorFinder